McClarren Financial Advisors’s Charles Schwab SCHW Stock Holding History

McClarren Financial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$141K	Buy
2024 Q1	–	Sell
2023 Q4	$115K	Buy
2023 Q3	$91K	Buy
2023 Q2	$93K	Buy
2023 Q1	$86K	Buy
2022 Q4	$136K	Buy